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1,258 hedge funds and large institutions have $24.9B invested in Cummins in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 427 increasing their positions, 440 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 80

7% more funds holding

Funds holding: 1,1751,258 (+83)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.85% less ownership

Funds ownership: 80.92%80.06% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 440

5% less capital invested

Capital invested by funds: $26.1B → $24.9B (-$1.21B)

32% less call options, than puts

Call options by funds: $250M | Put options by funds: $366M

Holders
1,258
Holders Change
+83
Holders Change %
+7.06%
% of All Funds
19.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
180
Increased
427
Reduced
440
Closed
80
Calls
$250M
Puts
$366M
Net Calls
-$115M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1126
Allworth Financial
California
$46K +$456 +2 +1%
UCB
1127
United Community Bank
South Carolina
$44.9K +$46.9K +206 New
VCM
1128
Versant Capital Management
Arizona
$44K
TC
1129
Trust Company
Kansas
$44K +$3.65K +16 +9%
KA
1130
Kozak & Associates
Colorado
$43K
MRCM
1131
M&R Capital Management
New Jersey
$43K
IFS
1132
Intelligent Financial Strategies
Minnesota
$43K +$44.4K +195 New
IFAM
1133
Institutional & Family Asset Management
Colorado
$42K
CA
1134
Cornerstone Advisory
Maryland
$40K +$41K +180 New
SOW
1135
State of Wyoming
Wyoming
$40K +$41.5K +182 New
NIC
1136
Northwest Investment Counselors
Oregon
$40K +$41.7K +183 New
AA
1137
AlphaMark Advisors
Kentucky
$39K
CSWM
1138
Cassady Schiller Wealth Management
Ohio
$39K +$40.3K +177 New
FRA
1139
Front Row Advisors
California
$38K -$1.59K -7 -4%
FFA
1140
Freedman Financial Associates
Massachusetts
$38K
MFC
1141
Mechanics Financial Corp
Ohio
$38K +$39.2K +172 New
CH
1142
Canton Hathaway
Rhode Island
$36K
HWA
1143
HHM Wealth Advisors
Tennessee
$36K +$3.42K +15 +10%
TFO
1144
Tarbox Family Office
California
$35K
GWSG
1145
GPS Wealth Strategies Group
Colorado
$34K
LC
1146
Lindbrook Capital
California
$33K -$8.66K -38 -20%
BIA
1147
Bell Investment Advisors
California
$33K -$6.61K -29 -16%
PAI
1148
Pittenger & Anderson Inc
Nebraska
$33K
GWS
1149
Glassman Wealth Services
Virginia
$33K +$3.19K +14 +10%
SFG
1150
Steward Financial Group
Texas
$32K +$34.2K +150 New

CMI Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2021, worth a combined $24.9B — down 4.6% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new CMI positions and 80 closed out — a net gain of 100 holders — while 427 added to existing stakes and 440 trimmed.

The largest buyer was Ameriprise, adding an estimated $96.8M. The largest seller was Capital Research Global Investors, cutting an estimated $123M.

  • 1,258 institutional investors held Cummins (CMI) as of Q4 2021, up from 1,175 in Q3 2021.
  • Funds reported $24.9B of Cummins stock for Q4 2021, down 4.6% quarter-over-quarter.
  • 180 funds opened new Cummins positions in Q4 2021 and 80 closed out, a net change of +100 holders.
  • The largest Cummins buyer in Q4 2021 was Ameriprise, an estimated $96.8M added.
  • The largest Cummins seller in Q4 2021 was Capital Research Global Investors, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.